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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,074 | $49,025-34.6% | $87,502-63.3% | $62,881-49.0% |
| Participation rate | 21.2% | 64.9%-43.7pp | 73.8%-52.6pp | 69.3%-48.1pp |
| Annual return | 8.41% | 10.02%-1.6pp | 12.21%-3.8pp | 20.14%-11.7pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,044 | $2,289-54.4% | $3,149-66.9% | $3,203-67.4% |
| Admin fee / account holder | $0 | $4,065-100.0% | $4,221-100.0% | $4,296-100.0% |